TACIT THOUGHT – Weekly Insights And Views
Volatility in the technology space picked up markedly this week driven by news flow related to a Chinese Artificial Intelligence (AI) product called DeepSeek. We thought some context would be…
Volatility in the technology space picked up markedly this week driven by news flow related to a Chinese Artificial Intelligence (AI) product called DeepSeek. We thought some context would be…
The UK chancellor's visit to China last week grabbed headlines due to the US president-elect’s dislike of the Chinese as well as the long standing security risks. In reality the…
The slower pace of living for most people over the Christmas and New Year season is often a time for taking stock of the year that has been and the…
2024 has been a year of immense political uncertainty and ongoing war and conflict. As in 2023, pleasingly, investment returns have been positive in absolute terms and actually are ending…
The word tariff (the most beautiful word in the dictionary according to the US President Elect) relates to a tax or duty imposed by a government on imported or exported…
This week the Federal Reserve followed the European Central Bank and Bank of England in lowering its main rate of interest from 5.25% to 4.75%. These are the first cuts…
Our approach to investment is based on two simple pillars: buy growing cash flows at reasonable prices diversify by buying assets that become more valuable when investors get nervous We…
The recent dour fiscal reports from the Treasury under the new stewardship of Rachel Reeves recall what is said to be the most expensive joke in British political history. In…
Over the course of a few days’ investors have experienced significant volatility in global financial markets. The Japanese equity market's TOPIX index fell by over 12% on Monday, marking the largest…
US politics continues to take centre stage in the news and this will likely remain the case for the foreseeable future. The political volatility is only one aspects to consider…